TISA - Tax Incentivised Savings Association - Whats New

What's New

TISA Technical Bulletins - members please see here

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Transfers and Re-Registration industry group (TRIG)

Other publications:
Stocks & Shares to cash ISA Transfer Guidelines
Model Transfer Authority Form


APS allowance application and transfer process guidelines

CTF to JISA transfer guidleines

Consultation responses:
Please see here

Slides from events - please see here

TISA Events/Training

Junior ISA Key Facts
23 May

30 May - Edinburgh
6 June - London

13 June - London

27 June - London

TISA Press Releases
'TISA champions National Numeracy Day'
'TISA publishes help-sheet for vulnerable customers with dyslexia'
TISA responds to Pensions Dashboard announcement'
'TISA expands executive team'

Please see here

ISA TRANSFERS DATABASES  Passwords, usernames and company codes changed 15/03/19, details circulated 12/3 at 11.10am.

In line with HMRC ISA Bulletin 3 and TISA bulletin 541 ISA managers please email contact details to isatransfers@tisa.uk.com if you haven't already done so, along with a postal address for transfer requests to be sent to.

An email alert advising of changes made to the databases is available to subscribe to on request.  Please email above address if you would like your details/colleagues adding.

From 22/10/12 the databases also contain SUN details for those providers participating in the BACS electronic ISA transfers initiative.  An email alert advising of changes made to the databases in respect of this is also available to subscribe to on request.